SFC Energy

A large order worth €42.7m for mobile power systems to Ukraine drove SFC Energy to a 73% revenue increase in the third quarter and an adjusted EBITDA of €15.3m. The company has raised its EBITDA guidance for 2026 to €36–38m but left the revenue forecast unchanged. Since the Ukraine order has already been fulfilled and accounts for about a quarter of expected annual revenue, management expects a sharp profit decline in the fourth quarter and questions the sustainability of the growth. Analysts expect revenue to rise to about €195m in 2027, for which SFC will need follow‑on orders or new business to compensate for the loss of the one‑off order. » Mere på finanzen.net

SFC Energy now expects adjusted EBITDA of €36.0–38.0 million for 2026, after a previous upward revision in August to €31.5–34.0 million. The revenue forecast remains unchanged. In the first nine months, revenue rose by almost one-third to around €133 million, and adjusted EBITDA climbed from €10.8 million to €33.7 million. The company cites, among other things, its business in Ukraine as a reason for the increased optimism. » Mere på finanzen.net

SFC Energy raises its forecast for adjusted EBITDA in 2026 to €36.0–38.0 million (previously €31.5–34.0 million). The revenue forecast remains unchanged. In the first nine months, revenue rose by almost one third to around €133 million, while adjusted EBITDA climbed to €33.7 million compared with €10.8 million in the prior year. » Mere på finanzen.net

SFC Energy reports record H1 2024 revenue of €82m, more than doubled EBITDA and more than tripled adjusted EBIT. The share of the defense and security business rose from just under 10% to over 30% of group revenue, and order intake increased by 151% to €108m. Management sees structural demand growth driven by geopolitical factors, but cites supply chain bottlenecks, integration of new methanol technology and the US expansion as key operational risks. Investments in Arctic solutions, vehicle power supply and OEM programmes, as well as an opportunistic M&A strategy, are intended to support further growth. » Mere på de.investing.com

SFC Energy raises the lower bound of its 2026 guidance: revenue is now expected at €166–175 million and adjusted EBITDA at €31.5–34 million. Analysts were on average slightly higher (revenue around €176 million). In the first half-year, revenue rose 12% to €82.4 million, adjusted EBITDA to €18.4 million and group profit to €7.3 million. Drivers were strong demand and a nearly €43 million large order for fuel cell systems to Ukraine, which has already led to partial deliveries. » Mere på finanzen.net